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American Express
AXP

Overview Fund Activity

2,170 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 710 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,170
Holders Change
+187
Holders Change %
+9.43%
% of All Funds
31.81%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.86%
New
332
Increased
710
Reduced
803
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Harris Associates
Harris Associates
Illinois
+$391M
3
BlackRock
BlackRock
New York
+$269M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$204M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$172M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$468M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$207M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$183M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$144M
5
Norges Bank
Norges Bank
Norway
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
1226
Baldwin Investment Management
Pennsylvania
$770K – – –
PTP
1227
Platform Technology Partners
New York
$770K -$317K -1,495 -29%
IAIM
1228
International Assets Investment Management
Florida
$769K +$6.07K +433 +0.8%
LGA
1229
Lebenthal Global Advisors
New York
$766K +$766K +4,087 New
AAS
1230
Ameritas Advisory Services
Nebraska
$764K -$887K -4,429 -54%
JSW
1231
Journey Strategic Wealth
New Jersey
$763K +$144K +771 +23%
MFF
1232
Mango Five Family
Nevada
$759K +$759K +4,054 New
WA
1233
WBH Advisory
Maryland
$758K -$25.9K -138 -3%
VEA
1234
Virtus ETF Advisers
New York
$757K -$64.8K -346 -8%
MAM
1235
Morse Asset Management
Connecticut
$757K – – –
Koshinski Asset Management
1236
Koshinski Asset Management
Illinois
$754K -$98.9K -528 -12%
GS
1237
GTS Securities
New York
$754K -$3.76M -20,080 -83%
GI
1238
GAMMA Investing
California
$754K +$754K +3,754 New
ECM
1239
Estabrook Capital Management
New York
$752K -$1.87K -10 -0.2%
FWTB
1240
First Western Trust Bank
Colorado
$750K -$1.31K -7 -0.2%
EIP
1241
Ellis Investment Partners
Pennsylvania
$744K -$349K -1,861 -32%
PA
1242
PFG Advisors
Arizona
$742K +$1.69K +9 +0.2%
SIC
1243
Salem Investment Counselors
North Carolina
$741K +$52.6K +281 +8%
BFM
1244
Boston Financial Management
Massachusetts
$741K -$1.12K -6 -0.2%
TW
1245
TritonPoint Wealth
Maryland
$735K +$735K +3,921 New
EFS
1246
Essex Financial Services
Connecticut
$735K +$19.5K +104 +3%
MA
1247
MCF Advisors
Kentucky
$734K +$166K +888 +29%
CANC
1248
Culbertson A N & Co
Virginia
$733K +$3.75K +20 +0.5%
CA
1249
Centerpoint Advisors
Massachusetts
$733K -$15.2K -81 -2%
SMH
1250
Sanders Morris Harris
Texas
$732K – – –
48 49
50
51 52